Asset owner related case studies – Page 3
-
Case studyStrategic asset allocation: adopting a dynamic multiperiod world perspective
Case study by LocalTapiola Asset Management Ltd Signatory type: Investment manager Region of operation: Finland Assets under management: US$12.2bn Why a multi-period SAA approach outpaces a static strategy Strategic asset allocation (SAA) is key for every long-term investor. It is the critical decision which will define whether an ...
-
Case studyUsing climate change scenarios in asset liability modelling
Case study by BCI Signatory type: Investment manager Region of operation: Canada Assets under management: CAD$171bn Why ESG is vital for boosting long-term value Asset allocation is the main determinant of a fund’s overall risk and return and, therefore, is the most important decision that our clients ...
-
Case studyAligning strategic asset allocation to a +1.5°C world: a proposed framework
Case study by AXA Investment Managers
-
Case studyIntroducing a sustainability budget to asset allocation decisions
Case study by Schroder Investment Management Organisation type: Investment manager Region of operation: Global Assets under management: £470.5bn Why creating a sustainability budget can help multi-asset investors reach their ESG goals Whatever the reasons for considering environmental, social and governance (ESG) criteria and sustainability in a portfolio, managing ...
-
Case studyA total portfolio approach to climate alignment, ESG integration and real-world impact
Case study by The Scott Trust Limited (Guardian Media Group) Signatory type: Asset owner Region of operation: UK Assets under management: £1 billion Why ESG plays a vital role in our asset allocation decisions The Scott Trust is the owner of the Guardian Media Group, which publishes The ...
-
Case studyIncorporating ESG into long term investment return forecasts
Case study by Schroder Investment Management Signatory type: Investment Manager Region of operation: Global Assets under management: £470.5bn Why ‘environmental disruption’ could impact long term investment returns Over the last few years, we have been considering the economic and disruptive forces we think will shape the future investment ...
-
Case studySustainable Development Goals (SDGs) as a tool for strategic asset allocation
Case study by Brunel Pension Partnership Signatory type: Asset owner Region of operation: UK Assets under management: £30bn Why SDGs can be a vital tool in strategic asset allocation Strategic asset allocation (SAA) is set by each of our clients on an individual basis. We use the Sustainable ...
-
Case studyAccounting for extreme weather risks in strategic asset allocation
Case study by Ortec Finance Signatory type: Service provider Region of operation: Global Ortec Finance specialises in quantitative modelling of systemic climate-related risks and opportunities for use in strategic asset allocation and asset-liability management. We deliver quantified climate risk informed economic and financial scenarios. Why investors need to ...
-
Case studyClimate change: optimal choices in strategic asset allocation are a must
Case study by ASR Nederland / ASR Asset Management (a.s.r.) Signatory type: Asset owner / investment manager Region of operation: The Netherlands Assets under management: €70bn a.s.r. is a signatory to both the Paris Agreement and the Dutch Climate Agreement and wants to play a leading role as ...
-
-
-
Case studyPRI Awards 2019 case study: Impact-Cubed White Paper
Company: Auriel Investors HQ: UK Category: ESG Research Report of the Year (shortlisted)
-
Case studyPRI Awards 2019 case study: Australian Infrastructure Carbon Emissions Reduction and Energy Efficiency Initiative
Company: IFM Investors HQ: Australia Category: Real World Impact Initiative of the Year (shortlisted)
-
Case studyPRI Awards 2019 case study: Kigali Bulk Water Supply Project
Company: Investec Asset Management HQ: South Africa Category: Real World Impact Initiative of the Year (shortlisted)
- Previous Page
- Page1
- Page2
- Page3
- Next Page
